VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,826 hedge funds and large institutions have $67.3B invested in Vanguard Value ETF in 2023 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 800 increasing their positions, 654 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,826
Holders Change
+10
Holders Change %
+0.55%
% of All Funds
29.11%
Holding in Top 10
346
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.26%
% of All Funds
5.52%
New
120
Increased
800
Reduced
654
Closed
86
Calls
$29.4M
Puts
$10.8M
Net Calls
+$18.6M
Net Calls Change
-$79.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$734M
2
Charles Schwab
Charles Schwab
California
+$395M
3
EWA
EP Wealth Advisors
California
+$321M
4
AAS
Avantax Advisory Services
Texas
+$233M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$118M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$211M
2
BCIM
Bishop & Co Investment Management
Pennsylvania
-$136M
3
UCFA
United Capital Financial Advisors
Texas
-$118M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$77M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
651
Syon Capital
California
$4.01M +$4.01M +29,081 New
LL
652
LPWM LLC
Minnesota
$3.99M +$360K +2,632 +10%
WPC
653
Wedmont Private Capital
Pennsylvania
$3.96M +$600K +4,368 +18%
WGCA
654
Wolf Group Capital Advisors
Virginia
$3.96M +$217K +1,576 +6%
DWT
655
Dorsey & Whitney Trust
South Dakota
$3.95M -$347K -2,519 -8%
IAS
656
Insigneo Advisory Services
Florida
$3.95M -$248K -1,797 -6%
EP
657
Eudaimonia Partners
Tennessee
$3.93M -$184K -1,337 -4%
BST
658
Bath Savings Trust
Maine
$3.91M +$106K +767 +3%
FCFC
659
First Commonwealth Financial Corp
Pennsylvania
$3.89M -$906K -6,571 -19%
OIA
660
OneDigital Investment Advisors
Kansas
$3.88M +$166K +1,201 +4%
SWA
661
Stratos Wealth Advisors
Ohio
$3.88M +$1.41M +10,250 +57%
HIA
662
HTG Investment Advisors
Connecticut
$3.86M +$927K +6,718 +32%
HIIFS
663
Harel Insurance Investments & Financial Services
Israel
$3.83M +$3.83M +27,750 New
FCI
664
Financial Counselors Inc
Kansas
$3.83M +$350K +2,537 +10%
GAM
665
Gotham Asset Management
New York
$3.82M +$58.5K +424 +2%
First Manhattan
666
First Manhattan
New York
$3.81M -$99.6K -722 -3%
RCAG
667
Rehmann Capital Advisory Group
Michigan
$3.8M -$17.4K -126 -0.5%
TF
668
Theory Financial
Colorado
$3.69M -$48.1K -349 -1%
Neuberger Berman Group
669
Neuberger Berman Group
New York
$3.68M +$150K +1,086 +4%
BC
670
Barrett & Company
Rhode Island
$3.65M +$17.2K +125 +0.5%
BWM
671
Birchcreek Wealth Management
Ohio
$3.64M +$231K +1,677 +7%
TCMP
672
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.62M -$3.45K -25 -0.1%
IP
673
Intellectus Partners
California
$3.62M +$690 +5 +0%
CPW
674
Catalyst Private Wealth
California
$3.59M +$267K +1,936 +8%
Citadel Advisors
675
Citadel Advisors
Florida
$3.59M +$1.45M +10,501 +68%
25 26
27
28 29